Roth Financial Group, Merritt Island, Florida

Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.